What are my lump sum distribution options?

You've spent a long time accumulating funds in your retirement account. When you retire and take distribution of your funds you have many options to consider.

Plan Information

Your current age (1 to 120)

First year of participation (1900 to 2011)

Anticipated distribution amount ($)

Does distribution constitute entire plan balance?

Is distribution due to a disability?

Is distribution due to separation of services?

Income Tax Information

Tax filing status?

Anticipated taxable income this year excluding distribution ($)

Retirement Information

Anticipated retirement age (1 to 120)

At retirement, number of years to receive payments (1 to 40)

Rate Assumptions

Now(-12% to 12%)

At Retirement(-12% to 12%)

Before tax return on savings

Anticipated federal tax rate

Anticipated state tax rate

Your Email Address I am currently a member of Eastman Credit Union

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